Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 750 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
900
shares
|
$50,382
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
867
shares
|
$48,534
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
858
shares
|
$48,030
0.03% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
806
shares
|
$45,119
0.0% of portfolio
|
Q4 2023
Added 214.84%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
801
shares
|
$44,839
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
783
shares
|
$43,832
0.08% of portfolio
|
Q1 2025
Reduced 65.97%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
776
shares
|
$43,440
0.01% of portfolio
|
Q2 2024
Reduced 11.21%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
660
shares
|
$36,946
0.03% of portfolio
|
Q3 2024
Reduced 88.11%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
633
shares
|
$35,435
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
612
shares
|
$34,259
0.01% of portfolio
|
Q4 2023
Reduced 1.61%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
596
shares
|
$33,364
0.01% of portfolio
|
Q1 2025
Reduced 69.09%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
590
shares
|
$33,028
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
586
shares
|
$32,804
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
586
shares
|
$32,804
0.0% of portfolio
|
Q1 2025
Added 170.05%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
585
shares
|
$32,748
0.01% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
584
shares
|
$32,692
0.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
565
shares
|
$31,628
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
556
shares
|
$31,124
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
554
shares
|
$31,012
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
529
shares
|
$29,613
0.0% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
514
shares
|
$28,773
0.0% of portfolio
|
Q1 2025
Added 43.58%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
509
shares
|
$28,493
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
507
shares
|
$28,381
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
500
shares
|
$27,990
0.0% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
500
shares
|
$27,990
0.01% of portfolio
|
Q1 2025
New holding
|